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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $586,237 | $167,352+250.3% | $143,788+307.7% | $134,509+335.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.46% | 0.47%-14.9pp | -0.03%-14.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $17,312 | $5,620+208.0% | $4,952+249.6% | $4,741+265.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $387 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |